Bragg Financial Advisors’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $995K | Sell |
19,211
-685
| -3% | -$35.5K | 0.04% | 218 |
|
|
2025
Q1 | $1.19M | Sell |
19,896
-75
| -0.4% | -$4.48K | 0.05% | 198 |
|
|
2024
Q4 | $1.27M | Sell |
19,971
-560
| -3% | -$35.7K | 0.05% | 194 |
|
|
2024
Q3 | $1.52M | Sell |
20,531
-416
| -2% | -$30.7K | 0.06% | 188 |
|
|
2024
Q2 | $1.33M | Sell |
20,947
-2,800
| -12% | -$177K | 0.06% | 190 |
|
|
2024
Q1 | $1.66M | Sell |
23,747
-2,602
| -10% | -$182K | 0.07% | 178 |
|
|
2023
Q4 | $1.72M | Sell |
26,349
-2,424
| -8% | -$158K | 0.08% | 172 |
|
|
2023
Q3 | $1.84M | Sell |
28,773
-2,736
| -9% | -$175K | 0.1% | 166 |
|
|
2023
Q2 | $2.42M | Sell |
31,509
-6,627
| -17% | -$508K | 0.13% | 150 |
|
|
2023
Q1 | $3.26M | Buy |
38,136
+1,198
| +3% | +$102K | 0.19% | 134 |
|
|
2022
Q4 | $3.1M | Sell |
36,938
-75
| -0.2% | -$6.29K | 0.19% | 137 |
|
|
2022
Q3 | $2.84M | Sell |
37,013
-79
| -0.2% | -$6.05K | 0.2% | 134 |
|
|
2022
Q2 | $2.8M | Buy |
37,092
+2,038
| +6% | +$154K | 0.19% | 135 |
|
|
2022
Q1 | $2.37M | Sell |
35,054
-2,167
| -6% | -$147K | 0.14% | 144 |
|
|
2021
Q4 | $2.23M | Hold |
37,221
| – | – | 0.14% | 143 |
|
|
2021
Q3 | $2.23M | Buy |
37,221
+841
| +2% | +$50.3K | 0.14% | 143 |
|
|
2021
Q2 | $2.22M | Buy |
36,380
+250
| +0.7% | +$15.2K | 0.14% | 144 |
|
|
2021
Q1 | $2.22M | Buy |
36,130
+10
| +0% | +$613 | 0.15% | 140 |
|
|
2020
Q4 | $2.12M | Buy |
36,120
+1,709
| +5% | +$100K | 0.19% | 132 |
|
|
2020
Q3 | $2.12M | Sell |
34,411
-1,279
| -4% | -$78.9K | 0.22% | 122 |
|
|
2020
Q2 | $2.2M | Sell |
35,690
-1,175
| -3% | -$72.4K | 0.24% | 111 |
|
|
2020
Q1 | $1.95M | Sell |
36,865
-2,498
| -6% | -$132K | 0.26% | 116 |
|
|
2019
Q4 | $2.11M | Buy |
39,363
+501
| +1% | +$26.8K | 0.24% | 126 |
|
|
2019
Q3 | $2.14M | Buy |
38,862
+1,824
| +5% | +$101K | 0.26% | 124 |
|
|
2019
Q2 | $1.95M | Buy |
37,038
+915
| +3% | +$48.1K | 0.24% | 132 |
|
|
2019
Q1 | $1.87M | Buy |
36,123
+345
| +1% | +$17.9K | 0.24% | 132 |
|
|
2018
Q4 | $1.39M | Sell |
35,778
-685
| -2% | -$26.7K | 0.21% | 144 |
|
|
2018
Q3 | $1.57M | Sell |
36,463
-1,390
| -4% | -$59.7K | 0.21% | 139 |
|
|
2018
Q2 | $1.68M | Sell |
37,853
-5,032
| -12% | -$223K | 0.24% | 127 |
|
|
2018
Q1 | $1.93M | Buy |
42,885
+15,505
| +57% | +$699K | 0.28% | 119 |
|
|
2017
Q4 | $1.62M | Buy |
27,380
+249
| +0.9% | +$14.8K | 0.23% | 131 |
|
|
2017
Q3 | $1.4M | Sell |
27,131
-1,739
| -6% | -$90K | 0.22% | 143 |
|
|
2017
Q2 | $1.6M | Buy |
28,870
+350
| +1% | +$19.4K | 0.25% | 127 |
|
|
2017
Q1 | $1.68M | Buy |
28,520
+233
| +0.8% | +$13.8K | 0.27% | 123 |
|
|
2016
Q4 | $1.75M | Sell |
28,287
-94
| -0.3% | -$5.81K | 0.29% | 124 |
|
|
2016
Q3 | $1.81M | Buy |
28,381
+705
| +3% | +$45K | 0.32% | 117 |
|
|
2016
Q2 | $1.97M | Buy |
27,676
+368
| +1% | +$26.2K | 0.36% | 112 |
|
|
2016
Q1 | $1.73M | Buy |
27,308
+420
| +2% | +$26.6K | 0.33% | 116 |
|
|
2015
Q4 | $1.55M | Buy |
26,888
+1,914
| +8% | +$110K | 0.33% | 106 |
|
|
2015
Q3 | $1.4M | Buy |
24,974
+1,224
| +5% | +$68.7K | 0.34% | 108 |
|
|
2015
Q2 | $1.32M | Buy |
23,750
+285
| +1% | +$15.9K | 0.3% | 110 |
|
|
2015
Q1 | $1.33M | Buy |
23,465
+1,070
| +5% | +$60.6K | 0.31% | 108 |
|
|
2014
Q4 | $1.19M | Sell |
22,395
-932
| -4% | -$49.7K | 0.29% | 111 |
|
|
2014
Q3 | $1.18M | Buy |
23,327
+185
| +0.8% | +$9.33K | 0.3% | 112 |
|
|
2014
Q2 | $1.22M | Buy |
23,142
+550
| +2% | +$28.9K | 0.29% | 115 |
|
|
2014
Q1 | $1.17M | Sell |
22,592
-685
| -3% | -$35.5K | 0.29% | 125 |
|
|
2013
Q4 | $1.16M | Sell |
23,277
-260
| -1% | -$13K | 0.28% | 128 |
|
|
2013
Q3 | $1.13M | Buy |
23,537
+1,682
| +8% | +$80.6K | 0.29% | 128 |
|
|
2013
Q2 | $1.06M | Buy |
+21,855
| New | +$1.06M | 0.29% | 123 |
|